New tax legislation has been passed and signed into law. Here are the key provisions that affect federal estate, gift, and generation-skipping transfer tax planning as of January 1, 2026.

It’s summer, when thoughts to turn to vacations, travel, and time in the sun. It’s also the right time to look out for the young adults in your life.

There has been considerable public and private discussion about estate, inheritance, and death taxes. Our COO and estate planning strategist, Avatus Stone, explains what you need to know.